11-29-2012 03:30 AM
Using Sage Act! 2012 HotFix 6 with Outlook 2007
I have set up an Outlook rule for Inbox (recieved) emails to automatically attach the email to ACT! Contact History
I wanted a similar rule for Outbox (sent) emails
So I get a lot of "Not attached Messages" in the Act/Outlook sync "Show Progress" window
Is there a way of avoiding this?
11-30-2012 06:44 AM
Not exactly Greg.
Using Outlook Rules I can perform the Custom Activity "Auto Attach to Email Contact History" based on the conditions available in Outlook (2007 in my case) for SENT or RECEIVED
There are a varety of conditions so I can selectively include/exclude emails.
For RECIPTS these Outlook conditions includes "IF in xxxx address book"
But this condition is NOT available for SENDS
Is there a workround?
11-30-2012 07:24 AM
11-30-2012 07:48 AM - edited 11-30-2012 07:48 AM
Hopefully Act 20XX will one day address this as an enhacement
Part of my Outlook rule is to move Sent emails to a Mail Folder I created. And Outlook does do this.
So at least the Outlook rules do "run".
BUT ACTUALLY Outlook moves the "Sent" emails when Outlook ATTEMPTS to send - and not when the email is actually Sent. (So if the send of an email fails - Outlook has still moved the email to the Folder)
This seems plain wrong to me - both logically and semantically.
11-30-2012 08:04 AM
I went into ACT preferences to check how the EMail & Outlook Sync was configured.
Turns out I have NOT set up eMail integration within Act at all
So..... is it just my Outlook rules that are syncing emails into Act Contacts?
11-30-2012 08:40 AM
11-30-2012 08:43 AM
Thanks again Greg
I am suffering from what we call "Terminological Inexactitude"
The Sage Act Email Preference Set up Wizard (2 or 3) says "ACT! Can track merssages you send and receive"
Which - from what you say - is not actually what it does.